Carolinas Wealth Consulting’s Arch Capital ACGL Stock Holding History

Carolinas Wealth Consulting’s Portfolio ACGL Stock Details ACGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5	Closed	-$462	–	1013
2024 Q4	$462	Sell	5 -5	-50%	-$505	﹤0.01%	1011
2024 Q3	$1.12K	Buy	10 +5	+100%	+$520	﹤0.01%	906
2024 Q2	$505	Hold	5	–	–	﹤0.01%	991
2024 Q1	$462	Buy	+5	New	+$423	﹤0.01%	991
2023 Q3	–	Sell	-297	Closed	-$22.2K	–	1017
2023 Q2	$22.2K	Hold	297	–	–	﹤0.01%	464
2023 Q1	$20.2K	Sell	297 -182	-38%	-$12K	﹤0.01%	496
2022 Q4	$30.1K	Buy	479 +297	+163%	+$16.6K	0.01%	427
2022 Q3	$8K	Buy	+182	New	+$8.22K	﹤0.01%	593

Other funds holding ACGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carolinas Wealth Consulting's ACGL Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Arch Capital (ACGL) in Q1 2025, closing a stake of 5 shares — an estimated $462 sold.

Carolinas Wealth Consulting first reported a position in ACGL in Q3 2022 and held it in 8 quarters. The position peaked at $30.1K in Q4 2022. 849 funds tracked by Wall St. Rank hold ACGL as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Arch Capital position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 5 Arch Capital shares in Q1 2025, an estimated $462.
Carolinas Wealth Consulting first reported a position in Arch Capital in Q3 2022 and held it in 8 quarters.
Carolinas Wealth Consulting's Arch Capital position peaked at $30.1K in Q4 2022.
849 funds tracked by Wall St. Rank held Arch Capital as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.